Apogem Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Apogem Capital provides investment management services to private funds and separately managed accounts, focusing on private equity and private credit strategies. Apogem manages investments on a discretionary or non-discretionary basis through various fund structures and direct investments. Apogem does not tailor its advisory services to the individual needs of multi-investor fund investors, but manages single-investor funds and managed accounts according to their specific investment objectives and guidelines.

Assets Under Management$41B
Clients127
Advisors2
Avg. per Client$320M
Avg. per Advisor$20B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Apogem Capital manages investments for private funds and separately managed accounts. Fees typically include a management fee (up to 2.0% for funds and up to 1.0% for managed accounts) and a performance allocation/fee (up to 20.0%). Some clients may not have a management fee or performance allocation/fee. Fees are generally not negotiable, but some large investors may receive more favorable terms. Fees are paid from the assets of the client.

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Location

2 Advisors at this firm